GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.15M
3
+$3.11M
4
BAC icon
Bank of America
BAC
+$2.95M
5
D icon
Dominion Energy
D
+$2.82M

Top Sells

1
+$5.32M
2
+$4.18M
3
+$4.08M
4
CB icon
Chubb
CB
+$3.99M
5
SLG icon
SL Green Realty
SLG
+$3.41M

Sector Composition

1 Financials 23.61%
2 Industrials 20.82%
3 Utilities 11.13%
4 Real Estate 9.93%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.93%
+22,917
27
$1.58M 0.93%
+17,891
28
$1.57M 0.92%
+30,522
29
$1.56M 0.92%
+30,423
30
$1.51M 0.89%
34,789
+16,611
31
$1.49M 0.87%
+42,770
32
$1.49M 0.87%
+22,370
33
$1.44M 0.84%
+19,347
34
$1.43M 0.84%
52,282
+38,718
35
$1.43M 0.83%
+15,377
36
$1.42M 0.83%
+113,749
37
$1.35M 0.79%
33,971
+10,347
38
$1.33M 0.78%
18,873
-5,638
39
$1.32M 0.77%
+21,158
40
$1.32M 0.77%
+34,384
41
$1.28M 0.75%
30,991
+26,670
42
$1.27M 0.75%
+39,138
43
$1.27M 0.74%
+54,186
44
$1.24M 0.72%
+16,755
45
$1.23M 0.72%
+44,716
46
$1.23M 0.72%
+38,998
47
$1.2M 0.7%
+8,348
48
$1.18M 0.69%
+26,350
49
$1.17M 0.69%
31,181
+4,496
50
$1.17M 0.69%
42,551
+23,218
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